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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Buckeye who wrote (1019)	9/30/1998 9:12:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

That's a new spin. I thought having more new customers is good news, because it implies market share gains. Besides, when these new customers expand their networks 90% of them will use their original contractor. Nokia's infrastructure sales make up something like 30-40% of total sales. Most of it comes from Europe and China (backed by Chinese government). There's less exposure in submerging countries than with Ericsson and Alcatel. Nevertheless in the current atmosphere even a minor cancellation from Venezuela, for example, might breed some hysteria. It would be interesting to know what the real risk is. But personally, I prefer a mass of new customers and the related risk over having few new customers (Ericsson). In the long term, it's better this way. Besides, the real threat to bottom line is limited, deals in countries like Venezuela are much smaller than the Euro-/Chinese contracts. If European operators or Chinese government start defaulting we'll all be in breadlines anyway. That's the Happy Thought for the Day. Maurice, catch up with you later. Second Happy thought for the Day comes from Barron's: "Next year, Motorola says it will make its popular StarTek phone available in the competing PDMA and TDMA protocols. The company is also slated to introduce new, smaller cell phones, called the V Series, available in GSM, PDMA and TDMA by mid-July 1999." The irony here is that the article is actually positive!!! And these key sentences are buried within the happy-go-lucky Mot boosterism. Pardon me, but wasn't TDMA Startac supposed to be Mot's key product for the Christmas market? And wasn't V series supposed to be unrolled "in the first half of 1999"? Are these product delays or what? What does this mid-July mean? Does it mean that Mot will limp through the entire first half of 1999 without a new platform? What is "Startek", excatly? What the hell is PDMA? Was this written by some intern? Hmmm.... Tero